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[Product Name]
[Version X.X]
[Platform and Minimum Version Details]
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XERO VTIGER CRM 6 CONNECTOR
Version 2.0
Platform: VTiger 6
Xero vtigerCRM Connector module (XTiger) integrates your vtigerCRM and Xero Online Accounting Software. This document consist of description, feature, installation procedure and change log of our plugin.
Description
Xero vtigerCRM Connector module (XTiger) integrates your vtigerCRM and Xero Online Accounting Software. XTiger helps you to sync your Contacts, Products, Invoice, Accounts and Receipts. Accounts and Receipts are single way synchronization where user can fetch records from Xero alone. Remaining modules are bidirectional. User can fetch as well as send records to Xero. Mapping options enables you to map fields from Xero to match your vtigerCRM modules. Queue option will helps you to schedule tasks. This will help you to reduce the overload of current tasks. Manual sync is also available. User can sync needed modules alone.
Features
1. Connect your Xero accounting software from vtigerCRM using API.
2. Sync Contacts, Products and Invoice in Both ways from Xero as well as from
vtigerCRM.
3. Sync Receipts, Accounts in single way, from Xero alone.
4. Manual Sync option also available. User can sync modules manually.
5. User can also schedule task and run the task some other time using cron. This
will helps you, not to overload your server with current task.
6. Field Mapping is also available. User can map fields against Xero fields. There
are also mandatory fields in Xero. So we mapped some fields in default which
can’t be modified.
7. Option to send all records as well as selected records to Xero. To using this
feature, user has to select “Sync Records” option in Field Mapping located in
XTiger
8. Option to send selected status invoice to xero.
9. There will be a checkbox present in modules named as “Allow XTiger Sync”. If
user wants to send selected records to Xero then user has to change the Sync
Records Option in Field Mapping to “Enable XTiger Sync”.
10. Email Notifications are available. This will send the status of the Sync.
11. Logs are available. If sync failed, user can see the message in the logs. It will
show you some information about why sync has been failed.
12. Queue option is available. If you have lots of records to sync. User doesn’t
need to manually click the sync button and wait. They need to schedule the task to
Queue and configure the cron to run at midnight or some other time. This will